Locations

Women

Through comprehensive planning and advice, we stand to empower women. Our partnership with you to map out your financial goals and legacy allows us to provide resources to support that mission.

Planning For Your Future and Legacy

Conversations to Have with Your Financial Advisor: A Female Perspective
Everyone is unique, but there are a few considerations that women should have when looking at their full financial picture.

Helping Families Plan
Family dynamics can present challenges and opportunities. See how our team of specialists work with families to ensure thoughtful trust and estate planning guidance is executed with clarity and consideration. 
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Managing Your Career

As a busy executive, successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We can help you do both.

Managing the Complexities of Your Equity Compensation
The Role of 10b5-1 Plans in Helping Executives Meet Their Financial Goals

Meet Jennifer Cooper of  Martingale Asset Management

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Navigating Your Firm

Professionals in private practices — law firms, accounting firms, and medical, dental, or veterinary practices — have unique financing needs. We tailor solutions for private practice professionals throughout your career, whether you are acquiring, expanding, or simply seeking strategies to improve cash flow.

Meet April Evans of Monitor Clipper Partners

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Growing Your Business

No matter the stage your business may be in, we understand the challenges you face. Our experts have developed this toolkit with resources based on decades of experience helping business owners succeed.

Meet Danielle Carter and Andi Shaughnessy, Co-CEOs of Express-It Delivery

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Understanding the WHY OF WEALTH

We are honored to work with women who are making a truly meaningful impact personally and professionally.


Meet The Wexlers

We understand the challenges of managing, expanding, and transitioning or selling a business. You need a partner who will respond rapidly and connect you with the resources you need.

Meet Nnenna

When the mission is to provide greater opportunity for others, it requires an intelligent approach. With our partnership and expertise, we work with you to build upon the resources and investments that allow you to make the greatest impact.

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Proud to Lead by Example

We are committed to gender diversity across all levels of the organization.

On our board and leading our company

 


 

Our Team

Our Thinking

 

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